Latest Institutional Sells of Issuer Direct Corp (ISDR)
This list provides information on the latest institutional transactions involving Issuer Direct Corp (ISDR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.67K- 13.0% |
$37.4K - $56.3K
|
31.2K
$312K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.5K- 16.36% |
$57.3K - $96.5K
|
38.3K
$383K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-11.8K- 11.83% |
$136K - $224K
|
88K
$878K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.76K- 29.0% |
$31.9K - $52.3K
|
6.76K
$67.5K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-848- 0.56% |
$9.79K - $16.1K
|
151K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-226- 44.75% |
$2.61K - $4.28K
|
279
$2.78K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28- 51.85% |
$323 - $531
|
26
$259
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Forager Capital Management, LLC
Birmingham, AL |
SELL
|
- |
-163K- 41.55% |
$2.45M - $3.04M
|
230K
$2.29M
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.33K- 10.95% |
$24.5K - $30.3K
|
10.8K
$108K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.51K- 11.03% |
$26.1K - $31.8K
|
12.2K
$122K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.37KClosed |
$173K - $240K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-800- 4.22% |
$16.6K - $23K
|
18.2K
$181K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-15.8KClosed |
$308K - $474K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 80.0% |
$39K - $60K
|
500
$4.99K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100Closed |
$1.95K - $3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.5KClosed |
$258K - $338K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-20KClosed |
$454K - $580K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-18.3KClosed |
$414K - $529K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140Closed |
$3.18K - $4.06K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-34.7KClosed |
$600K - $882K
|
0
$0
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-550Closed |
$9.52K - $14K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-200Closed |
$3.5K - $4.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-12KClosed |
$120K - $238K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Royce & Associates LP
|
SELL
|
- |
-1.65KClosed |
$16.6K - $32.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-298KClosed |
$2.58M - $3.55M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-512Closed |
$4.43K - $6.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.23KClosed |
$10.9K - $15.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-194Closed |
$1.72K - $2.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-47.4KClosed |
$474K - $739K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-55KClosed |
$756K - $1.14M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 01, 2018
Q1 2018
|
Comerica Bank
|
SELL
|
- |
-12.5KClosed |
$197K - $231K
|
0
$0
|
|